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Schwab US Dividend Equity ETF

1,765 hedge funds and large institutions have $22.1B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 748 increasing their positions, 725 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$134M
Puts
$69.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCT
1651
First Community Trust
Iowa
$57.2K
HCM
1652
Hollencrest Capital Management
California
$57.1K
FLFS
1653
Family Legacy Financial Solutions
North Carolina
$54.6K
RF
1654
Roxbury Financial
New Jersey
$54.1K
C
1655
Covestor
United Kingdom
$52K
VDBMI
1656
Van Den Berg Management I
Texas
$51.8K
HWP
1657
Highline Wealth Partners
California
$50.5K
CB
1658
CNB Bank
Pennsylvania
$49.2K
FCMT
1659
Founders Capital Management (Texas)
Texas
$49.1K
DEM
1660
Disciplined Equity Management
Florida
$48.5K
CFS
1661
Compass Financial Services
Iowa
$47K
FFA
1662
Frazier Financial Advisors
Ohio
$45.8K
KSB
1663
Kennebec Savings Bank
Maine
$45.5K
MBFW
1664
Morton Brown Family Wealth
Pennsylvania
$44.6K
GWSA
1665
Global Wealth Strategies & Associates
Colorado
$43.6K
KHC
1666
Koesten Hirschmann & Crabtree
Kansas
$41K
TWD
1667
True Wealth Design
Ohio
$41K
IBOK
1668
Independence Bank of Kentucky
Kentucky
$41K
OA
1669
Operose Advisors
Wisconsin
$40.8K
VWWMG
1670
Vermillion & White Wealth Management Group
Pennsylvania
$40.3K
HDIM
1671
Hanson & Doremus Investment Management
Vermont
$40K
SRCM
1672
Signature Resources Capital Management
California
$38.8K
MIM
1673
MTM Investment Management
South Carolina
$38.8K
OIA
1674
Optimum Investment Advisors
Illinois
$38K
TPBG
1675
Turning Point Benefit Group
Maryland
$36K